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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $433,983 | $91,911+372.2% | $68,612+532.5% | $135,379+220.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 3.80% | -8.22%+12.0pp | -4.63%+8.4pp | 519.79%-516.0pp |
| Employer contribution / active EE | $10,000 | $3,924+154.9% | $2,625+280.9% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,786 | $9,240-59.0% | $5,131-26.2% | $10,828-65.0% |